Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,071
Closed -$243K 3537
2025
Q1
$243K Sell
19,071
-947
-5% -$12.1K ﹤0.01% 2831
2024
Q4
$413K Buy
20,018
+3,553
+22% +$73.4K ﹤0.01% 2345
2024
Q3
$232K Buy
16,465
+2,163
+15% +$30.5K ﹤0.01% 2802
2024
Q2
$179K Buy
+14,302
New +$179K ﹤0.01% 2820